Skip to content
Disclosery

New Insight Wealth Advisors: FDEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Insight Wealth Advisors on FDEM, newest first. How the timeline and the estimate are built.

New Insight Wealth Advisors held 98,842 FDEM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,842 shares
    Change vs previous 13F +27,042 shares

    1.06% of the 13F portfolio, value $3,590,947.

    13F-HR 0002022328-26-000003 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 71,800 shares
    Change vs previous 13F +34,353 shares

    0.81% of the 13F portfolio, value $2,267,444.

    13F-HR 0002022328-26-000002 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,447 shares
    Change vs previous 13F +13,862 shares

    0.41% of the 13F portfolio, value $1,156,363.

    13F-HR 0002022328-26-000001 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,585 shares
    Change vs previous 13F +2,088 shares

    0.27% of the 13F portfolio, value $709,437.

    13F-HR 0002085853-25-000189 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,497 shares
    Change vs previous 13F +1,848 shares

    0.25% of the 13F portfolio, value $601,701.

    13F-HR 0001667731-25-000846 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,649 shares
    Change vs previous 13F +3,425 shares

    0.23% of the 13F portfolio, value $502,032.

    13F-HR 0001667731-25-000559 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,224 shares
    Change vs previous 13F +1,487 shares

    0.21% of the 13F portfolio, value $409,332.

    13F-HR 0001667731-25-000218 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,737 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $398,636.

    13F-HR 0002022328-24-000002 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).